Price

$85

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Canopy REVIEW

Business Process Management Software

No user reviews
USER SATISFACTION N/A
OUR SCORE 7.9

What is Canopy?

Canopy is a tax resolution and practice management platform designed for tax professionals, accountants, and tax attorneys. It aims to simplify tax working and tax engagements, enabling users to organize their workflows, tasks, documents, billing,  and invoicing. Canopy also allows users to organize and manage their contacts and link their clients to other relevant contacts. In addition, it offers a client portal, where their clients will be able to share files with them and answer surveys.

As a tax resolution software, Canopy enables users to instantly find the best course of action for their clients who are involved in cases such as penalty abatement, innocent spouse, liens, levies, and trust fund recovery. Through the aid of its collection analytics, users will also be able to provide the best collections solution suited for their clients. Last but not the least, Canopy offers an unlimited storage of any type of files: spreadsheets, .jpeg, or .mov files.

Overview of Canopy Benefits

One of the powerful features of Canopy is its tax resolution analytics. This feature allows users to determine the best course of action for their clients’ cases. The tax resolution analytics of the software is guided by resolution service assistants, which are automated helpers that provide possible outcomes based on client’s’ information and answers to calculated questions related to a client.

Users furthermore receive notifications for any relevant information that might affect their client’s case. An example of this is when the amount claimed exceeds the IRS (Internal Revenue Service)  Standards. As the tax resolution service assistants recommend outcomes, users will be able to compare these possible outcomes and identify the best resolution for cases: penalty abatement, innocent spouse, liens, levies, and trust fund recovery.

This feature is also implemented in providing collections resolution for clients. Based on information gathered from client surveys and source forms, collection insights are automatically generated and outcomes or results are automatically calculated.

Moreover, Canopy offers an IRS form tool as part of its practice management functionality. The IRS form tool allows users to electronically fill out IRS forms. Users’ information and their client’s contact information are auto-populated into IRS forms. With this tool, users will be able to save time, as it helps them fill out and accomplish confusing forms.

Canopy also offers a collaborative client portal. Clients will be able to access this portal through invitations from users. Once they are able to login to the client portal, they will be able to view a dashboard which shows everything they need to do on their end.

The client portal enables users and their clients to share files with each other. Clients can easily share files with users by simply dragging and dropping them into the portal. This drag-and-drop functionality is useful in sharing documents that need to be signed and returned. Moreover, through the aid of bots, users will be able to set and send automatic reminders to their clients with regards to the files or documents they need to submit.

Overview of Canopy Features

  • Tax Resolution Analytics
  • Collection Solution
  • Resolution Service Assistants
  • IRS Form Tools
  • Collaborative Client Portal
  • Data Intake Survey
  • Contact Management
  • Document Management
  • Transcripts Delivery and Analytics
  • Workflow
  • Email Integration
  • Letter Generator with E-Signature
  • Billing and Invoicing

Canopy Position In Our Categories

Position of Canopy in our main categories:

200

Canopy is one of the top 200 Business Process Management Software products

200

Canopy is one of the top 200
Business Process Management Software products


If you are considering Canopy it might also be a good idea to check out other subcategories of Best Business Process Management Software collected in our base of B2B software reviews.

It is important to note that virtually no app in the Business Process Management Software category is going to be an ideal solution able to match all the goals of various company types, sizes and industries. It may be a good idea to read a few Canopy reviews first as certain services can dominate only in a very small group of applications or be designed with a very specific industry in mind. Others might function with an intention of being simple and intuitive and as a result lack complicated functionalities desired by more experienced users. There are also apps that cater to a large group of users and offer a complex feature set, but that in most cases comes at a higher cost of such a solution. Ensure you're aware of your requirements so that you get a software that offers specifically the functionalities you search for.

How Much Does Canopy Cost?

Canopy Pricing Plans:

Canopy offers three SMB and enterprise pricing plans for users to choose from; all based on the number of users per month or per year. Give the details a look, and choose the best plan for your group or organization:

Free Transcripts

  • $0/user forever
  • Retrieve IRS Transcripts and Reports in as little as 2 minutes.

Practice Management

  • $85/user/mo.
  • $800/user/yr.
  • Efficiently manage clients, files, workflow, and more in one collaborative place.

Tax Resolution

  • $125/user/mo.
  • $1,200/user/yr.
  • Everything you need to complete Tax Resolution services in half the time.

User Satisfaction

We realize that when you make a decision to buy Business Process Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Canopy reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Canopy. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

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NEGATIVE SOCIAL MENTIONS

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Technical details

Devices Supported
  • Windows
  • Linux
  • Mac
  • Web-based
Language Support
  • USA
  • UK
  • Canada
  • International
Pricing Model
  • Free
  • Monthly payment
  • Annual Subscription
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
  • Freelancers
Deployment
  • Cloud Hosted
  • Open API

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE NO.
  • LIVE SUPPORT
  • TRAINING

What are Canopy pricing details?

Canopy Pricing Plans:

Canopy offers three SMB and enterprise pricing plans for users to choose from; all based on the number of users per month or per year. Give the details a look, and choose the best plan for your group or organization:

Free Transcripts

  • $0/user forever
  • Retrieve IRS Transcripts and Reports in as little as 2 minutes.

Practice Management

  • $85/user/mo.
  • $800/user/yr.
  • Efficiently manage clients, files, workflow, and more in one collaborative place.

Tax Resolution

  • $125/user/mo.
  • $1,200/user/yr.
  • Everything you need to complete Tax Resolution services in half the time.

What integrations are available for Canopy?

Canopy supports email integration, and works seamlessly with Google Plus.

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